Private Wealth Banking Advisor

Fnbnamibia; Johannesburg; On-site; ZAR 538,000 - 644,000; Full time

Job summary

Fnbnamibia in Johannesburg seeks a Banking Advisor Wealth to proactively manage a Private Wealth portfolio with a team of Private Advisors, providing analysis, research and service fulfilment to grow the client base.

The role requires FSCA NQF7 in Finance/Economics/Accounting, FAIS RE5, and 2–3 years in financial sales/service; you will work to achieve financial targets and uphold service levels while ensuring regulatory compliance.

Qualifications

• FSCA Approved NQF7 in Finance or Economics or Accounting.
• FAIS accreditation (RE5) preferred.
• 2–3 years’ experience in Sales/Service within a financial environment.

Responsibilities

• Proactively manage a Private Wealth portfolio with a team of Private Advisors.
• Provide analysis, research and sales/service fulfilment to grow client base.

Skills

Sales experience

Client services

Financial products

Education

NQF7 in Finance/Economics/Accounting

FAIS accreditation (RE5)

Job description

Fnbnamibia in Johannesburg seeks a Banking Advisor Wealth to proactively manage a Private Wealth portfolio with a team of Private Advisors, providing analysis, research and service fulfilment to grow the client base.

The role requires FSCA NQF7 in Finance/Economics/Accounting, FAIS RE5, and 2–3 years in financial sales/service; you will work to achieve financial targets and uphold service levels while ensuring regulatory compliance.